Integrated Advisors Network’s Bank OZK OZK Stock Holding History

Integrated Advisors Network’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$380K	Buy	8,290 +816	+11%	+$38.4K	0.02%	511
2025 Q4	$344K	Sell	7,474 -40,957	-85%	-$1.92M	0.02%	559
2025 Q3	$2.47M	Buy	48,431 +42,656	+739%	+$2.18M	0.1%	212
2025 Q2	$272K	Sell	5,775 -30,666	-84%	-$1.34M	0.01%	645
2025 Q1	$1.58M	Buy	+36,441	New	+$1.72M	0.08%	239
2024 Q1	–	Sell	-78,800	Closed	-$3.93M	–	730
2023 Q4	$3.93M	Buy	+78,800	New	+$3.25M	0.22%	125

Other funds holding OZK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Integrated Advisors Network's OZK Position: Q1 2026 in Review

Integrated Advisors Network increased its Bank OZK (OZK) stake by 11% in Q1 2026, buying an estimated $38.4K and bringing the position to 8,290 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #511.

Integrated Advisors Network first reported a position in OZK in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.93M in Q4 2023. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

Integrated Advisors Network held 8,290 shares of Bank OZK worth $380K as of Q1 2026.
Integrated Advisors Network bought 816 Bank OZK shares in Q1 2026, an estimated $38.4K.
Bank OZK made up 0.02% of Integrated Advisors Network's portfolio in Q1 2026, its #511 holding.
Integrated Advisors Network first reported a position in Bank OZK in Q4 2023 and has held it in 6 quarters since.
Integrated Advisors Network's Bank OZK position peaked at $3.93M in Q4 2023.
498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.